J.P. Morgan Wealth Management - Private Client Investment Associate - Select Advisor Group

Location: New York, NY, United States

Job Family: Banking Associates

About the Role

At J.P. Morgan Wealth Management, we are dedicated to helping high-net-worth individuals and families achieve their financial goals through personalized advisory services. As a Private Client Investment Associate in the Select Advisor Group, you will play a pivotal role in supporting our elite team of Private Client Advisors. Based in our dynamic New York office, this position offers the opportunity to immerse yourself in the heart of global finance while contributing to client success in a collaborative, high-performance environment. Your primary focus will be delivering exceptional client service, operational efficiency, and administrative support to ensure seamless wealth management experiences. In this role, you will handle a diverse range of responsibilities, from processing client transactions and preparing investment analyses to coordinating marketing initiatives that enhance our advisory offerings. You will work closely with advisors to maintain accurate client portfolios, ensure regulatory compliance, and facilitate smooth account management using J.P. Morgan's advanced proprietary platforms. This position demands a keen eye for detail, as you will navigate complex financial regulations and client needs in the fast-paced world of private wealth management. Opportunities for growth abound, with exposure to sophisticated investment strategies and direct interaction with affluent clients seeking tailored solutions. J.P. Morgan Chase is committed to fostering an inclusive culture where diverse perspectives drive innovation in financial services. As part of our team, you will benefit from world-class training, mentorship from seasoned professionals, and a supportive network that empowers your career progression. If you are passionate about finance, excel in client-facing roles, and thrive in a prestigious institution like J.P. Morgan, this role provides the platform to build a rewarding career in wealth management while making a tangible impact on clients' financial futures.

Key Responsibilities

• Provide high-touch client service by responding to inquiries, processing account transactions, and ensuring timely resolution of issues
• Support Private Client Advisors in preparing client meeting materials, investment proposals, and performance reports
• Assist with operational tasks including account openings, transfers, and maintenance of client records in compliance with regulatory standards
• Conduct marketing and outreach activities to promote JP Morgan Wealth Management services and events
• Perform administrative duties such as scheduling appointments, managing calendars, and coordinating travel for advisors
• Monitor and update client portfolios using JP Morgan's investment platforms to ensure accuracy and compliance
• Collaborate with internal teams to facilitate seamless client onboarding and ongoing relationship management
• Analyze basic financial data and prepare summaries to support advisor recommendations
• Ensure adherence to JP Morgan Chase policies, FINRA regulations, and anti-money laundering procedures
• Contribute to team initiatives aimed at enhancing client satisfaction and business growth

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• At least 2 years of experience in financial services, client support, or wealth management operations
• Series 7 and Series 66 licenses (or equivalent FINRA registrations) required
• Strong understanding of investment products, financial markets, and regulatory compliance in the wealth management sector
• Proficiency in Microsoft Office Suite and financial software applications
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment
• U.S. work authorization without sponsorship required

Preferred Qualifications

• Prior experience working in a private banking or wealth management advisory group
• Knowledge of JP Morgan Chase's proprietary systems and tools for client relationship management
• Bachelor's degree from an accredited institution with a GPA of 3.0 or higher
• Experience with CRM systems such as Salesforce or similar platforms
• Fluency in additional languages to support diverse client bases in New York

Required Skills

• Client service orientation with strong interpersonal and communication skills
• Analytical thinking for reviewing financial data and investment performance
• Attention to detail for accurate record-keeping and compliance adherence
• Time management and prioritization in a high-volume advisory environment
• Proficiency in financial modeling and basic Excel functions
• Knowledge of wealth management products like mutual funds, ETFs, and alternative investments
• Regulatory compliance awareness, including SEC and FINRA rules
• Team collaboration and relationship-building with advisors and support staff
• Problem-solving skills for resolving client and operational issues
• Adaptability to evolving market conditions and client needs
• Technical proficiency in CRM and portfolio management software
• Discretion and ethical judgment in handling sensitive financial information
• Organizational skills for managing administrative workflows
• Basic marketing abilities for client engagement activities
• Resilience and professionalism in a competitive financial services setting

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible compensation
• Generous paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for relevant certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and hybrid options for eligible roles
• Access to JP Morgan's global employee assistance program and financial planning resources

JP Morgan Chase is an equal opportunity employer.